☆CUSIP:315911750
Flow ranking
Rank#24597
Score / z-0.225 / -0.29
Consensus10.63 over 22 funds
Momentumno 12m return
Price & positioning
No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history
Forensics
No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.
Insider
No Form 4 activity on file for this ticker.
8-K events
No 8-K activity on file for this ticker.
Ownership
No ownership or capital-structure filings on file for this ticker.
LLM reads
Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆NBT BANK, N.A. CIK 0000898413 | 0.440 | 1069 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Financial Gravity Asset Management, Inc. CIK 0001741736 | 0.393 | 973 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Williams Jones Wealth Management, LLC. CIK 0001788587 | 0.816 | 547 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 | 0.648 | 264 | 0.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Westside Investment Management, Inc. CIK 0001538383 | 0.328 | 1446 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Luminist Capital LLC CIK 0001807270 | 0.130 | 418 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | -0.4 pp |
| ☆Wealthspire Advisors, LLC CIK 0001646247 | 0.767 | 1298 | 0.0 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 | 0.516 | 309 | 0.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TOWER BRIDGE ADVISORS CIK 0001278249 | 0.477 | 222 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆NEVILLE RODIE & SHAW INC CIK 0000071210 | 0.609 | 244 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Vermillion Wealth Management, Inc. CIK 0001737012 | 0.060 | 1545 | 0.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | -0.0 pp | +0.1 pp |
| ☆Hemenway Trust Co LLC CIK 0001494234 | 0.632 | 135 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Texas Capital Bancshares Inc/TX CIK 0001077428 | 0.478 | 416 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.5 pp |
| ☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 | 0.379 | 204 | 0.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sequent Asset Management, LLC CIK 0001509550 | 0.594 | 89 | 0.0 | 23.0% | 4 | +0.1 pp | -0.1 pp | -0.8 pp | +23.0 pp |
| ☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 | 0.560 | 372 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PUZO MICHAEL J CIK 0001053914 | 0.425 | 66 | 0.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 | 0.307 | 1040 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Financial Concepts Unlimited, Inc. CIK 0002112099 | 0.685 | 44 | 0.0 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆FULTON BANK, N.A. CIK 0000883782 | 0.643 | 694 | 0.0 | 0.2% | 5 | +0.1 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 | 0.623 | 198 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 | 0.168 | 864 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆GREAT LAKES ADVISORS, LLC CIK 0001078013 | 0.638 | 825 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Brooklyn Investment Group CIK 0001795705 | 0.343 | 1827 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆CENTRAL BANK & TRUST CO CIK 0001175954 | 0.436 | 185 | 0.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mengis Capital Management, Inc. CIK 0001609674 | 0.345 | 218 | 0.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Grey Fox Wealth Advisors, LLC CIK 0001965362 | 0.690 | 179 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Coston, McIsaac & Partners CIK 0001945037 | 0.418 | 948 | 0.0 | 0.2% | 5 | +0.0 pp | -0.0 pp | -0.1 pp | -0.0 pp |
| ☆Estabrook Capital Management CIK 0001344717 | 0.502 | 344 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 | 0.769 | 442 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆WOODSTOCK CORP CIK 0001008877 | 0.579 | 163 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sippican Capital Advisors CIK 0001557406 | 0.154 | 111 | 0.0 | 1.7% | 5 | +0.1 pp | +0.2 pp | +0.1 pp | +0.1 pp |
| ☆Park Place Capital Corp CIK 0001965810 | 0.369 | 1092 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 | 0.828 | 940 | 0.0 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆McIlrath & Eck, LLC CIK 0001701714 | 0.332 | 1645 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Motiv8 Investments LLC CIK 0002024873 | 0.073 | 1068 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 | 0.480 | 75 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.3 pp | -0.7 pp |
| ☆McMillan Office, Inc. CIK 0002109205 | 0.725 | 507 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GRACE & WHITE INC /NY CIK 0000903064 | 0.450 | 133 | 0.0 | 0.1% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 | 0.813 | 229 | 0.0 | 0.0% | 0 | -0.2 pp | -0.3 pp | +0.0 pp | +0.0 pp |
| ☆NORTH POINT PORTFOLIO MANAGERS CORP/OH CIK 0001105344 | 0.412 | 79 | 0.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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